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NVT's record $2.6B backlog and AI data center demand are boosting revenue visibility, supporting expansion plans and a higher 2026 outlook.

Vertiv and EMCOR Group are spotlighted as AI infrastructure plays, with data center and energy demand driving growth ahead of upcoming earnings.

In recent weeks, Vertiv has expanded AI-focused manufacturing capacity, highlighted new integrated power and liquid-cooling deployments such as its work on the Naval Postgraduate School’s NVIDIA DGX GB300 system, and entered the Q2 2026 earnings season with raised full-year adjusted EPS guidance amid robust AI infrastructure demand. These developments underscore Vertiv’s growing role as an infrastructure backbone for high-density AI data centers, even as management flags margin pressures and...

Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst targets, but one regional blind spot could complicate the bull case entirely.

Investors aiming to buy into the artificial intelligence boom driving the economy and Wall Street for the foreseeable future might want to consider best-in-class, AI-boosted infrastructure stocks.

VRT heads into Q2 earnings with expectations for strong revenue and EPS growth as AI-driven demand, partnerships and expansion fuel momentum.

Teradyne's Q2 earnings are likely to benefit from AI-driven demand, robotics momentum and new products supporting growth as investors weigh its premium valuation.

For Vertiv owners, here is a trade that pays you a meaningful income today, which you keep no matter what, just for agreeing to sell your high-flying shares at an even higher price.

Vertiv (VRT) is well positioned to outperform the market, as it exhibits above-average growth in financials.

APLD's fiscal Q4 report may highlight booming AI infrastructure growth, but profitability challenges remain in focus.

GE Vernova's Q2 featured strong revenues, orders and backlog growth, plus higher 2026 guidance, highlighting momentum in Power and Electrification.

These 2 "hidden" AI infrastructure stocks soared 100%-plus in a year. Here's what's driving Comfort Systems and Vertiv now.

The stock looks cheap, but what if AI is a bubble that's about to burst?

Autodesk initiated, Norwegian Cruise downgrade: Wall Street's top analyst calls

Marvell, Coherent, and Vertiv are all reliable plays on this secular trend.

Vertiv Holdings Co (VRT) has been in focus after reports that its stock more than doubled in the first half of 2026, with investors reacting to strong order activity, earnings and acquisitions. See our latest analysis for Vertiv Holdings Co. Recent trading has cooled after the surge, with Vertiv Holdings Co’s share price down about 16% over the past month and 6% over the past quarter. However, its year to date share price return of roughly 71% and very large multi year total shareholder...

This data center solutions provider still has a bright future.

In the most recent trading session, Vertiv Holdings Co. (VRT) closed at $301.16, indicating a -1.1% shift from the previous trading day.

Vertiv's stock meteoric rise isn't a fluke -- it is one of the biggest AI data center infrastructure plays right now.

Wabtec (NYSE:WAB) reported stronger-than-expected second-quarter 2026 results and raised its full-year outlook, citing broad revenue growth, margin expansion, a large multiyear backlog and continued demand across freight, transit, digital and international markets. Chairman and CEO Rafael Santana s

For the past two years, investors have focused on AI chips, but they are now looking at something far less glamorous yet just as essential: electricityClaim 55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks The boom in AI data center construction is creating shortages of transformers, switchgear, and other

VRT is expanding AI-ready data center cooling capacity and raising 2026 guidance as manufacturing investments and acquisitions fuel growth.

Vertiv just slid deep into bear market territory, yet analysts keep piling on buy ratings and eye-popping price targets. Here is why the cooling infrastructure giant's order backlog tells a very different story than its battered share price.

Vertiv (VRT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Based on the average brokerage recommendation (ABR), Vertiv (VRT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Several stocks with favorable AI tailwinds - Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) - shell out dividend payments.

Cooling solutions supplier Vertiv is quietly winning amid the AI boom.

Vertiv Holdings Co (NYSE:VRT) announced the acquisition of Strategic Thermal Labs, adding specialized liquid cooling expertise to its portfolio. The deal targets advanced solutions for AI and high density data center environments that face rising power and thermal requirements. Strategic Thermal Labs contributes engineering capabilities focused on complex liquid cooling architectures for high performance computing workloads. Vertiv sits at the intersection of power, cooling, and...

Vertiv said the acquisition of Strategic Thermal Labs will bolster the company with crucial data center cooling solutions, including proven cold-plate design and server-side liquid cooling technologies.

Vertiv stock is bleeding out after a parabolic run, and Jim Cramer has a precise read on who is doing the selling and when they will stop. His answer may change how you think about buying this dip.